Image of Partner, Financial Advisor, and Director of Investments, Mattew Finley, with Market Updates on investing during an election year! From the desk of Matthew Finley, CFP® text to highlight the blog post.

Election Year Investing: What Investors Need to Know for 2024

Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…

By Emily Peterson
June 20, 2024

4 Min Read
Image of Partner and Financial Advisor Mattew Nelson with Financial Advisor Q & A for MedTech Professionals with Matt Nelson, CFP®, AIF®, ECA to highlight content.

Looking For a Financial Advisor for MedTech Professionals?

Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…

By Matthew Nelson
April 18, 2024

10 Min Read
Photograph of a family all putting money in the piggy bank to give visual how important it is to use strategies to maximize your 401(k) as soon as possible.

7 Expert Strategies to Maximize Your 401(k)

Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially, when it come to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…

By Matthew Nelson
April 4, 2024

4 Min Read
A photograph of a person with a pen sitting at a desk looking over the unique benefits in their MedTech job package.

MedTech Industry Benefits & Personal Finances

The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…

By Matthew Nelson
March 21, 2024

2 Min Read
A photogrpaph of two MedTech Professionals analyzing their plans to illustrate the unique approach Perspective 6 Group takes when working with industry professionals.

Financial Advisory for MedTech: A Unique Approach

What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…

By Matthew Nelson
February 29, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Market Updates on the S&P 5000! From the desk of Matthew Finley, CFP® text to highlight the blog post.

S&P 5000! What’s Next?

Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…

By Matthew Finley
February 15, 2024

3 Min Read
Photograph of Partner, Matthew Finley, standing down the hall in a doorway with Perspective 6 Group's logo on the wall in the foreground to illustrate the journey of Perspective 6 Group.

The Journey of Perspective 6 Group

Let’s take a dive into the roots and journey of Perspective 6 Group. Including its evolution, the team behind its success, and the principles steering its course. The Beginning: A Transition from Solo to Group 2006…

By Emily Peterson
February 1, 2024

3 Min Read
Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

Secure Act 2.0: Catch-up Contribution Rules

What is the Secure Act 2.0? The Secure Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within Secure Act 2.0 there are a variety of changes coming…

By Jacob LaRue
January 18, 2024

2 Min Read
Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2024

With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

By Jacob LaRue
January 4, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Winter 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

Reflecting on 2023: Market Insights and 2024 Outlook

As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…

By Matthew Finley
December 21, 2023

3 Min Read